Practice Areas

Estate Tax Planning and Administration

Serving to build and preserve the wealth of individuals as well as owners of businesses, our attorneys counsel clients in all aspects of estate planning, business succession planning, estate and trust administration and estate litigation. We provide a full range of services including the preparation of wills, revocable trusts, insurance trusts and supplemental needs trusts. In estate tax planning and business succession planning for the larger estates, we effectively handle the transfer of wealth at discounted values through the use of trusts such as GRATS and QPRTS and the creation of family limited partnerships, limited liability companies, charitable foundations and sales to intentionally defective grantor trusts. We can integrate all of these elements into a proper and efficient wealth transfer and business succession plan.

Our accumulated experience in administering estates gives us the edge in providing advice on marshaling and preserving estate assets, proper distribution of assets to estate beneficiaries, estate accounting issues and managing trust assets. We are experienced in having represented fiduciaries and beneficiaries in complicated cases involving probate of wills, contested accounting, estate asset recovery and guardianship proceedings

Business Succession Planning
Tax Estate Planning
Preparation of Wills and Revocable Trusts
Family Limited Partnerships, Limited Liability Companies, and Charitable Foundations
Supplemental needs trusts
Marshaling and Preservation of Estate Assets
Estate Accounting
Estate and Trust Litigation
Estate Asset Recovery

Please contact us for more information and to hear back from an experienced attorney.